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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Clearstead Advisors
Ohio
$91.2K +$2.06K +7 +2%
PFBT
802
Parkside Financial Bank & Trust
Missouri
$90.9K +$14.4K +49 +19%
BAM
803
Bellevue Asset Management
Washington
$90.6K – – –
KTC
804
Kistler-Tiffany Companies
Pennsylvania
$90.6K – – –
PFPT
805
Pinnacle Financial Partners (Tennessee)
Tennessee
$90.6K – – –
CWC
806
Carolinas Wealth Consulting
North Carolina
$89.2K +$882 +3 +1%
BONH
807
Bank of New Hampshire
New Hampshire
$87.6K -$30.9K -105 -27%
MA
808
Montag & Associates
Georgia
$83.1K – – –
TWM
809
Tradition Wealth Management
Minnesota
$79K -$1.47K -5 -2%
GWS
810
Glassman Wealth Services
Virginia
$78.9K +$5.59K +19 +8%
CWP
811
Concord Wealth Partners
Virginia
$78K – – –
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K -$205K -696 -73%
CAL
813
Capital Analysts LLC
Pennsylvania
$76K -$12.3K -42 -14%
EWA
814
EverSource Wealth Advisors
Alabama
$75.7K +$17.6K +60 +32%
FCT
815
First Community Trust
Iowa
$75.5K – – –
FFA
816
Farther Finance Advisors
California
$75.5K +$588 +2 +0.8%
MWM
817
Mascoma Wealth Management
New Hampshire
$75.5K -$2.94K -10 -4%
TWA
818
TCI Wealth Advisors
Arizona
$74.9K +$39.7K +135 +119%
BWAM
819
Boyd Watterson Asset Management
Ohio
$72.5K – – –
IAIM
820
International Assets Investment Management
Florida
$72.4K +$62K +211 +2%
GIA
821
GHP Investment Advisors
Colorado
$68.9K – – –
JFA
822
JNBA Financial Advisors
Minnesota
$66.8K – – –
GI
823
Gradient Investments
Minnesota
$64.9K -$14.2M -48,188 -100%
FP
824
Financial Perspectives
Minnesota
$64.4K – – –
DAC
825
Dividend Assets Capital
South Carolina
$62K – – –
31 32
33
34 35